To
provide access to a dialog that shows who set up the client, and who last
modified the client. With the implementation of functionality on the Client, this information
is now redundant.
Access
This dialog can only be accessed from the button from within a client
Purpose There are two main uses for Client Credit Details. The first use is to record the credit rating of a client so a decision can be easily made in the future when a client reapplies for finance. Credit rating codes can be maintained manually. ...
Purpose An Audit trail is used to track the changes made to an object. For example client, account, project, interest profile, interest profile line, bailment account etc. The detail of the change is recorded, when the change was made and by whom. ...
Purpose To add, amend or delete clients or contact the organisation may have. The client module has CRM functionality. It is important all contact are set up to make best use of that functionality. Timing Clients/Contacts may be added or edited at ...
Purpose Can be used to create a contact details report (name, address, phone and email listing) for marketing purposes, or as a spreadsheet containing all details held on the Client Detail record. Timing The Client Details report may be run at any ...
Purpose To allows the setup of Client Security details required for PPSR registration. When this dialog is accessed for the first time, it will prefill with details already recorded on the Client Details dialog. This detail may then be changed to ...